French Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (French Associates, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, French Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by French Associates, Inc. under EIN 38-1949176 and plan number 003. The latest loaded filing year is 2023. The filing reports 19 participants and $5,854,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
French Associates, Inc.
EIN
38-1949176
Plan number
003
Plan type
2
Location
Rochester, MI
Latest filing year
2023
Participants
19
End-of-year plan assets
$5,854,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I20240626120119NAL0018308802001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,854,100
Total liabilities (EOY)
$857,883
Net assets (EOY)
$4,996,217
Net assets (BOY)
$562,933

Income & contributions

Employer contributions
$36,449
Total income / additions
$4,450,648

Expenses & distributions

Total expenses
$17,364
Net increase / (decrease)
$4,433,284

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages